Moderate Portfolio
The Moderate Portfolio is a “middle of the road mix of conservative investments and stocks. Sample Moderate Portfolio 40% Bond Index Fund 10% Strategic Value Fund 15% Stock Market Index Fund 10% Growth Fund 15% International Developed Countries Fund 10% Small Company Fund.
A sample of a moderate portfolio consists of 60% stocks and 40% bonds. For investors who can tolerate a bit more risks, this model will be able to help them achieve a better return in the long run.
By Mutual of Omaha Insurance Company
